Alexander House Financial Services Ltd

Independent Financial Adviser  90 Hudddersfield Road, Holmfirth, HD9 4AG
First meeting at adviser's own cost
Providing experienced financial advice remotely - nearing retirement can be both an exciting and a daunting time. I can help you with simple straightforward independent advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
Response rating
9.3/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Harjit Toor
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
I am in independent IT Contractor. My primary reason for contact was to put in place a private pension. Harjit provided me and my wife with advice regarding the approach to our existing pensions in terms of consolidation into a single fund or leaving them in their existing funds. This resulted in guidance towards a SIPP that we were both very happy with, and transfers were handled where deemed the correct approach. In addition, an insurance policy was put in place as per Harjit's guidance. The pension has been in place 3 months and is performing as expected. The outcome of having an SIPP in place is achieved. Really happy with the service. Multiple visits to ensure that the product was fit for purpose. Decided it was a good time to review a frozen pension and current pension scheme to look at best options for retirement in the future.
Darren and Claire, Huddersfield
Harjit took time to find out and understand exactly what our needs were, what our current situation was and what our future plans were. He explained everything in great detail to help us make the right decisions for our circumstances Harjit also explained how using our savings to increase the pension pot would benefit us. We have now a product that meets our needs and understand what we need to do going forward. Our yearly review will be very helpful, and we feel confident with the product we have taken. Harjit couldn't really have done anything any better, we are totally satisfied with everything he has done so far. We were quite naive about pensions but not after Harjit had completed his review and recommendations
Stuart and Jean, Wakefield
I had some money to invest and wanted some advice. Harjit was great, it was really helpful that he could come to me. The initial fact finding meeting went well to discuss objectives, and then the second get together to go over the proposals was really useful. Primarily I was getting advice on investments and pensions, which I have since taken up. As a first time investor and a very cautious one, Harjit was very clear and patient and took me through the whole process, I had a lot of questions and he always answered them in an understandable fashion, no jargon. Everything was very clear and there were no surprises. It's quite a recent investment, so we will see for the future, but so far so good. I'm very happy with the service provided.
Bryony, York
About us

Alexander House Financial Services is a pioneering Independent Financial Services company which offers impartial financial planning advice to a loyal, expanding base of successful clients. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none. Alexander House Financial Services Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

We are highly professional, well qualified and aim to provide ethical good practice. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

Where to find us
Head office address: 90 Hudddersfield Road, Meltham, Holmfirth, HD9 4AG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 26th October 2020

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